SC

Syon Capital Portfolio holdings

AUM $1.86B
1-Year Est. Return 22.66%
This Quarter Est. Return
1 Year Est. Return
+22.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$75.8M
2
+$13.8M
3
+$12M
4
AAPL icon
Apple
AAPL
+$9.07M
5
META icon
Meta Platforms (Facebook)
META
+$7.07M

Top Sells

1
+$58.3M
2
+$18.2M
3
+$10.3M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.28M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$3.29M

Sector Composition

1 Technology 14.54%
2 Healthcare 7.12%
3 Financials 7.05%
4 Communication Services 4.62%
5 Industrials 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$780K 0.06%
1,244
+129
227
$779K 0.06%
4,411
+709
228
$773K 0.06%
9,630
-809
229
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5,986
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230
$757K 0.06%
+1,354
231
$756K 0.06%
8,690
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232
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5,776
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233
$747K 0.06%
4,325
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234
$741K 0.06%
10,443
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235
$737K 0.06%
2,133
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236
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12,390
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237
$733K 0.06%
2,400
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238
$732K 0.06%
2,483
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239
$730K 0.06%
24,800
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240
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241
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242
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243
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244
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245
$713K 0.06%
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246
$711K 0.06%
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247
$703K 0.06%
8,334
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248
$701K 0.06%
55,602
-1,420
249
$697K 0.06%
6,358
+2,540
250
$695K 0.06%
6,761
+1,965
8 9
10
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